Recent Posts
What Retirees Should Consider After Selling Their Business
Completing a successful business exit is often the result of many years of hard work and advanced planning. This process is known as business succession planning and when undertaken with the support of an experienced and qualified financial team, advisors and attorneys can allow you to close one chapter of your life, but successfully open
Read More
How To Prepare Mentally To Sell Your Business
Maybe you’re thinking ahead about retirement or are simply no longer challenged by what’s offered in your business. Perhaps there is someone ready in waiting, ready and waiting to step into the role of leader, such as a family member, or a trusted employee. But financial considerations and simply feeling like it is the right
Read More
Why A Financial Plan Is So Important For Addressing The Possibility Of Disability
Many people recognize that big factors in their life, such as what they want to achieve with estate planning, and their own retirement goals will influence their financial plan. But it can be a big mistake to neglect the possibility of disability. One in four US adults already lives with a disability. This presents unique
Read More
WHAT WE DO
We are a comprehensive financial services firm committed to helping our clients improve their long-term financial success. We offer a strong combination of experience and professional client services.
Who We Help
Executives and Professionals
Shah total planning works with executives and professionals from leading companies to maximize executive benefit plans, conduct retirement and other scenario planning, implement tax planning strategies and analyze stock options, restricted shares and other employer stock plans. We also devise strategies for deferred compensation planning, manage variable income streams and maximize pension payouts.
Men and Women in Transition
For men and women in transition (for example, divorcees or widows), Shah Total Planning provides comprehensive financial support and planning. Specific services offered include analyzing the tax consequences of divorce settlements, cash flow and budgeting, real estate planning (for example, advice on selling a home or buying new property), second-marriage financial planning, long-term-care planning, end-of-life planning, and life insurance and long-term disability insurance planning.
Entrepreneurs and Business Owners
Shah Total Planning supports business owners and entrepreneurs through tax planning strategies, estate tax and distribution strategies, insurance needs analysis, cash management and succession planning. Other services offered include assistance with managing variable income and liquidity events, sudden money management and retirement planning, including maximizing owner/partner benefits as well as establishment and servicing of company retirement plans.
Pre-Retirees/Retirees
Shah Total Planning assists retirees with their full spectrum of financial needs. These include aligning retirement investments with overall goals, developing retirement income distribution strategies, helping clients understand their retirement payout options, creating Social Security maximization strategies, and providing estate tax and distribution planning, long-term-care planning and retirement scenario planning.
HOW WE HELP
Competence
Financial Planning
Holistic Asset Integration
Investment Selection & Monitoring
Asset Allocation & Rebalancing
Risk Management
Generating Income Strategies
Tax/Estate Considerations
Specialized Expertise
Coaching
Education
Saving and Spending
Adherence to Plan and Goals
Set Realistic Expectations
Emotions, Biases and Stress
Objective Feedback
Trusted Second Opinion
Life/Business Transition
Convenience
Time Savings
Create Personalized Service
Coordinate Trusted Professionals
Integrated and Holistic View
Vendor Selection and Monitoring
Secure Technology
Continuity
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Joint Objectives
Children Engagement
Family Values
Multigenerational Planning
Legacy
Philanthropy
Our Process
Together, we can design, build, and protect a comprehensive, long-term plan that reflects what is most important to you — your values, needs, concerns, and hopes.
Why Me?
Neel Shah JD, CFP®,
Legal Expert | Tax Strategist | Financial Advisor |
Life Planner
ABOUT NEEL
Neel Shah has more than 20 years’ experience assisting clients in all aspects of wealth, estate and tax planning and is committed to preserving and growing his clients’ wealth. Neel is directly involved with investment management for our clients and manages the wealth individuals, families & business. He is also an experienced attorney in the fields of estate planning, business law, and tax law.
View Neel's profile pageNews and Insights
Quarterly Economic Update
No one expected the longest bull market in history to see its demise brought on by a virus. While U.S. equity markets were able to withstand a trade war with China, a presidential impeachment, the potential for a global recession and global uncertainty including Brexit and civil wars in the Middle East, the U.S. economy was ambushed by a silent and highly contagious virus.
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Recent Posts
What Retirees Should Consider After Selling Their Business
Completing a successful business exit is often the result of many years of hard work and advanced planning. This process is known as business succession planning and when undertaken with the support of an experienced and qualified financial team, advisors and attorneys can allow you to close one chapter of your life, but successfully open
Read More
How To Prepare Mentally To Sell Your Business
Maybe you’re thinking ahead about retirement or are simply no longer challenged by what’s offered in your business. Perhaps there is someone ready in waiting, ready and waiting to step into the role of leader, such as a family member, or a trusted employee. But financial considerations and simply feeling like it is the right
Read More
Why A Financial Plan Is So Important For Addressing The Possibility Of Disability
Many people recognize that big factors in their life, such as what they want to achieve with estate planning, and their own retirement goals will influence their financial plan. But it can be a big mistake to neglect the possibility of disability. One in four US adults already lives with a disability. This presents unique
Read More